Weekly Summary – Key Data & Earnings (Week Ending August 2, 2025):
Economic Data:
US Jobs Report: Job growth slowed slightly; unemployment ticked up. Supports Fed holding rates steady.
US Manufacturing (ISM): Sector still shrinking, showing weakness.
US Car Sales & Construction: Car sales rose; construction spending up, led by infrastructure.
China Manufacturing: Still contracting due to weak demand.
Japan Jobs Data: Job market remains tight and stable.
Italy: Manufacturing down, car sales slightly up, budget and retail sales steady.
Eurozone Inflation: Inflation slowed, increasing chances of ECB rate cuts.
Canada Manufacturing: Slipped into contraction.
Earnings Highlights:
Exxon & Chevron: Mixed—refining strong, but oil prices hurt results.
Linde: Solid growth from healthcare and clean energy demand.
Nintendo: Strong game and digital sales boosted profits.
AXA: Insurance strong, but investment income dipped.
Regeneron: Beat forecasts, thanks to strong drug sales.
Ares: Private credit demand lifted earnings.
Engie: Renewables helped balance weaker thermal output.
Daimler Truck: Demand steady, but profit margins hit by costs.
LyondellBasell: Missed targets due to weak chemicals demand.
Moderna: COVID sales down; focus now on future drug pipeline.
Takeaway:
The global economy is slowing, but US jobs and spending remain resilient. Companies reported mixed earnings. Central banks are likely to stay cautious, with possible rate cuts ahead if weakness continues.
This communication is for informational purposes only and should not be viewed as any form of recommendation as to a particular course of action or as investment advice. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. Opinions, estimates and assumptions expressed herein are made as of the date of this communication and are subject to change without notice. This communication has been prepared based upon information, including market prices, data and other information, believed to be reliable; however, Trade Nation does not warrant its completeness or accuracy. All market prices and market data contained in or attached to this communication are indicative and subject to change without notice.
Economic Data:
US Jobs Report: Job growth slowed slightly; unemployment ticked up. Supports Fed holding rates steady.
US Manufacturing (ISM): Sector still shrinking, showing weakness.
US Car Sales & Construction: Car sales rose; construction spending up, led by infrastructure.
China Manufacturing: Still contracting due to weak demand.
Japan Jobs Data: Job market remains tight and stable.
Italy: Manufacturing down, car sales slightly up, budget and retail sales steady.
Eurozone Inflation: Inflation slowed, increasing chances of ECB rate cuts.
Canada Manufacturing: Slipped into contraction.
Earnings Highlights:
Exxon & Chevron: Mixed—refining strong, but oil prices hurt results.
Linde: Solid growth from healthcare and clean energy demand.
Nintendo: Strong game and digital sales boosted profits.
AXA: Insurance strong, but investment income dipped.
Regeneron: Beat forecasts, thanks to strong drug sales.
Ares: Private credit demand lifted earnings.
Engie: Renewables helped balance weaker thermal output.
Daimler Truck: Demand steady, but profit margins hit by costs.
LyondellBasell: Missed targets due to weak chemicals demand.
Moderna: COVID sales down; focus now on future drug pipeline.
Takeaway:
The global economy is slowing, but US jobs and spending remain resilient. Companies reported mixed earnings. Central banks are likely to stay cautious, with possible rate cuts ahead if weakness continues.
This communication is for informational purposes only and should not be viewed as any form of recommendation as to a particular course of action or as investment advice. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. Opinions, estimates and assumptions expressed herein are made as of the date of this communication and are subject to change without notice. This communication has been prepared based upon information, including market prices, data and other information, believed to be reliable; however, Trade Nation does not warrant its completeness or accuracy. All market prices and market data contained in or attached to this communication are indicative and subject to change without notice.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.